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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

52 hedge funds and large institutions have $57.2M invested in Innovator US Equity Ultra Buffer ETF June in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SeaCrest Wealth Management
New York
$3.73M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.11M
3
SPC
3
Sigma Planning Corp
Michigan
$1.22M
4
CVA
4
Central Valley Advisors
California
$1.94M
5
Jane Street
5
Jane Street
New York
$1.05M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
AIA
2
AssuredPartners Investment Advisors
Florida
$0
3
SAG
3
SageView Advisory Group
California
$601K
4
KWM
4
KFG Wealth Management
Indiana
$4.02M
5
GS
5
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
1
Berger Financial Group
Minnesota
$7.92M 222,471 +16,990 +8%
TF
2
Trek Financial
Arizona
$5.58M 156,677 +3,587 +2%
PCA
3
Prosperity Capital Advisors
Ohio
$5.39M 151,276 +12,487 +9%
KWM
4
KFG Wealth Management
Indiana
$4.02M 112,903 -6,457 -5%
SWM
5
SeaCrest Wealth Management
New York
$3.73M 104,756 +104,756 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.11M 59,099 +42,397 +254%
KAS
7
Kestra Advisory Services
Texas
$2.05M 57,635 +14,949 +35%
CVA
8
Central Valley Advisors
California
$1.94M 54,455 +32,752 +151%
SWM
9
Spire Wealth Management
Virginia
$1.7M 61,991 +26,106 +73%
CRWM
10
Castle Rock Wealth Management
California
$1.55M 43,251 – –
OCFG
11
O'Connor Financial Group
Illinois
$1.24M 34,725 +3,255 +10%
SPC
12
Sigma Planning Corp
Michigan
$1.22M 34,280 +34,280 New
BCM
13
Brookstone Capital Management
Illinois
$1.21M 33,952 -1,150 -3%
LPL Financial
14
LPL Financial
California
$1.05M 29,466 +76 +0.3%
Jane Street
15
Jane Street
New York
$1.05M 29,391 +29,391 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.04M 29,117 +2,947 +11%
IWM
17
IMG Wealth Management
Florida
$1.03M 28,810 +2,673 +10%
WFAG
18
Worth Financial Advisory Group
North Carolina
$986K 27,675 – –
WTFG
19
Wood Tarver Financial Group
Idaho
$954K 26,790 – –
BPA
20
Beacon Pointe Advisors
California
$905K 25,404 +4,234 +20%
Truist Financial
21
Truist Financial
North Carolina
$876K 24,581 +2,700 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$855K 25,300 +1,451 +6%
IA
23
IFP Advisors
Florida
$732K 20,553 +20,553 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$663K 18,597 +1,150 +7%
GSIAS
25
Garden State Investment Advisory Services
New Jersey
$614K 17,235 – –
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